See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,031 | $175,202-77.2% | $149,673-73.3% | $139,434-71.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.41% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $4,896 | $5,474-10.6% | $4,818+1.6% | $4,751+3.1% |
| Participant deferral / active EE | $2,798 | $6,519-57.1% | $5,680-50.7% | $6,710-58.3% |
| Admin fee / account holder | $2,023 | $16,150-87.5% | $13,210-84.7% | $11,403-82.3% |